This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Firm class

independent wealth managerderivedprivate_client_share=0.98 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=1.0

Regulatory AUM

$773MItem 5.F on the latest filing (2026-08-13); as reported, and an affiliate's assets may be counted again on its own filing

Discretionary RAUM

$767M

Private client RAUM

$762MderivedItem 5.D individuals plus high net worth individuals

Private client share

98%derivedprivate client RAUM over total RAUM

Advisors on IAPD

7

RAUM per advisor

$110Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book

Employees

10

Advisory employees

6

Offices

0Schedule D 1.F, beyond the principal office

Accounts

1,922

Individual clients

301

High net worth clients

266

Custody, client assets

$56.3M

SEC number

801-96202

CIK

1841633

CRD

220515

Filings on the tape

39

First filed

Apr 21, 2015

Latest filed

Aug 13, 2026

Organised

Limited Liability Company, GA

• Occurred

  Apr 21, 2015
  First Form ADV filing

  Forthright Wealth Management, Llc filed its initial SEC registration (Form ADV)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:1f1a51d8-dc27-d41a-124c-40a8c03eeffb

First observed

Apr 21, 2015

Last observed

Aug 13, 2026 38 days ago

Source families

Federal regulator filings

3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.